Sherran Fitz-Sawyerr, DipPFS

Examiner
DISC Type : cs

Freelance Paraplanner at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC

Greater Nottingham, United Kingdom

Overview

Sherran has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are always well-planned and adopt a systematic approach.

Topics They Care About

Sherran has no verified topics they care about

Media Appearances

Sherran has no verified media appearances

Work History

8-2018
Freelance Paraplanner at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
7-2012 - 7-2018
Practice Manager/Paraplanner at Charnwood Wealth Management
6-2008 - 7-2012
Technical Administrator Financial Services at PKF FPL

Education

Sherran has no verified education history

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Nottingham, United Kingdom Job Level : N/A Designation : Freelance Paraplanner at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
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Insights For Selling To Sherran

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sherran is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Sherran

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Sherran move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Sherran take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Sherran

Personality Compatibility


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